legacy Assessment

Take the Legacy Focus Assessment to understand what are the odds that your family stays connected
and that your money continues to benefit them through generations.
Please respond to all 15 questions with the answer that feels most accurate to your family’s situation.
Together with your score, you will receive, in an email, a report that explains your score. This report will
explain the likelihood that your money will continue to grow in your family for generations.
We encourage you to be as honest as you can as the report you will receive is based on your answers.
Before submitting your answers please double check that your email address is correct. This is where we
will send your report shortly.

1) My family resolves sensitive issues in harmony

Strongly Disagree

Somewhat Disagree

Both/NA

Somewhat Agree

Strongly Agree

2) We communicate in a way where every voice is taken into account and respected

Strongly Disagree

Somewhat Disagree

Both/NA

Somewhat Agree

Strongly Agree

3) Our family has a formal process to determine which direction to pursue for the family money: its growth or its distribution

Strongly Disagree

Somewhat Disagree

Both/NA

Somewhat Agree

Strongly Agree

4) We have a unifying family mission statement

Strongly Disagree

Somewhat Disagree

Both/NA

Somewhat Agree

Strongly Agree

5) Our family separates the development of the business from the development of the family

Strongly Disagree

Somewhat Disagree

Both/NA

Somewhat Agree

Strongly Agree

6) Everyone in our family understands the difference between the family money and their own money